Hi, I’m Tom — Financial services industry veteran blending strategy and data analytics
Combining nearly 20 years of financial services experience (advisory, product, and strategy) with R, Python, and SQL to deliver analytics, dashboards, and insights that drive better decisions
I recently obtained a Data Analytics Graduate Certificate from Harvard Extension School
A rigorous program focused on statistics, programming, data mining, machine learning, and applied analytics in R and Python
Courses completed:
- STAT S-100: Statistics and Applied Data Analysis
- CSCI E-96: Data Mining for Business
- STAT E-109: Intro to Statistical Modeling
- CSCI S-7: Intro to Computer Science with Python
I have a strong academic background and a wealth of industry experience
Earned a double major in Finance and Economics from the University of Colorado Boulder, developing a strong foundation in financial markets, statistical modeling, data analysis and market behavior, to support data-driven decision-making in the financial services industry.
I completed the Money Management Institute’s Leadership Pathway, a two-year leadership and professional-development program for rising leaders in the investment advice industry. Through mentorship, executive coaching, and real-world projects, I strengthened my skills in leadership, communication, and strategic collaboration.
Through the Money Management Institute’s Fundamentals of Investment Advisory Solutions program, I developed a 360-degree view of the advisory industry. The curriculum explored asset allocation, due diligence, fiduciary duty, and the evolving trends influencing investment advice and product management.
My top strengths are perfectly suited for analytical projects
My top five CliftonStrengths uniquely position me to think strategically about the future while avoiding the many common landmines in data and business to make informed decisions:
Strategic
I absorb and analyze information that informs better decisions, while thinking ahead and anticipating potential outcomes
Deliberative
I reduce risks and prevent problems through innate anticipation and careful thought. Never hasty to make important decisions
Futuristic
I’m inspired by the future and what could be. I energize others with my visions for the future
Ideation
I am fascinated by ideas and find connections between seemingly unrelated phenomena
Intellection
Introspective and reflective, I think deeply about my work. I examine, explore and carry things out to their logical conclusions
Organizations I've Worked With
At Fisher Investments, I advised high-net-worth clients on portfolio strategy and financial planning, leveraging data analysis and Monte Carlo simulations to evaluate risk, income needs, and investment outcomes
At Charles Schwab, I’ve led product management and business strategy initiatives across the retail and Advisor Services organizations, using data-driven insights to shape investment solutions and client experiences
Additional Technical and Professional Credentials
Series 7 License
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